Steven Bean
Private Client Adviser
Representative of ipac
Bachelor of Commerce (Banking and Finance)
Diploma in Financial Services
Advanced Diploma of Financial Planning
Self Managed Super Fund accreditation
Ethics and Professionalism in Financial Planning
FASEA Adviser Exam
Steven graduated from Curtin University and began his career as a Financial Adviser in 2012. Since then he has gained valuable experience in both the private and banking sector. Steven joined the business in 2020, stating that he sees huge potential in the AMP Advice business model for both his clients and his own career.
Steven views himself as a coach as much as an adviser. He places emphasis on understanding and relating to his clients on a deeper and more emotional level before applying his technical and financial skillset in order to achieve outcomes that are meaningful to his clients.
Steven understands that financial matters can be complex, confusing and often too much jargon used. He values the importance of keeping things simple and understandable for his clients. His aim is to empower clients to make informed decisions when it comes to their finances with the ultimate goal of achieving financial freedom.
Outside of work Steven enjoys spending time with his family. He is a big sports fan, continues to play football and is a die-hard Collingwood supporter.
Kebihetswe Tracey Lee
Private Client Adviser
Representative of ipac
Bachelor of Commerce (Finance and Banking)
Diploma in Financial Services
Advanced Diploma of Financial Planning
Ethics and Professionalism in Financial Planning
FASEA Adviser Exam
Tracey has more than 15 years’ experience in the Financial Services industry and over 5 years as a qualified Financial Adviser.
She believes in the power of Financial Advice. Her aim is to build long term relationships with her clients and be part of their journey from the accumulation to the retirement phase of their lives.
Tracey understands that everyone’s financial and life situations are unique and keeps that front of mind when providing personalised comprehensive financial advice across investments, superannuation and retirement planning strategies.
Tracey is passionate about helping her clients make informed decisions to achieve a comfortable retirement. This involves helping them what is important to them, providing education on all things super, retirement and investments.
Her goal is to create and implement strategies that will provide her clients with peace of mind knowing that their retirement lifestyle aspirations can be met.
Outside of work Tracey enjoys spending time with her family and travelling.
Andrew MacDougall
Private Client Adviser
Representative of ipac
Master of Financial Planning Degree
Graduate Certificate of Financial Planning
Registered Tax (Financial) Adviser
Member of the Association of Financial Advisers
Andrew MacDougall is a Private Client Adviser based in Perth, Western Australia. Andrew commenced in the financial services sector in 2000 and has worked specifically in the stockbroking, banking, accounting and boutique advising areas. He has a distinct passion in providing advice to high net worth individuals across their personal and structured affairs, mum and dad investors with defining and working on their personal and family goals as well as individuals starting out on their financial journey and wealth creation.
Andrew contributes to his community through active involvement in a number of groups to include Parent and Citizens Association of his children’s school where he has presided over the running of committees and the organisation for many years.
Andrew has completed his Master of Financial Planning Degree and Graduate Certificate of Financial Planning which facilitates appropriate strategy and advice to meet with client needs and outcomes. Aligned to FASEA requirements with the inclusion of studies in Ethics, Andrew has achieved above standards required of a financial professional.
Our support team
Malcolm Gee
Head of AMP Advice | SA/WA
Advanced Diploma Financial Services
Diploma of Management
Member of Australian Institute of Company Directors
Malcolm’s role is to lead the AMP Advice Wayville and Perth business and to ensure that our high standards of client service are continually met.
With over 25 years’ experience in financial services he has seen firsthand the difference a great adviser/client relationship can make and more importantly the joy and sense of achievement clients have as they reach their goals.
With the support of a highly skilled adviser and support teams he looks forward to leading this business in the future and helping more Australians achieve their goals.
Claire Broadway
Practice Principal
Claire Broadway has been in the financial planning industry for more than 16 years, majority of that time between Victoria and Perth. Claire has worked across a number of roles both in financial planning practices as well as across a number of licensees, predominately AMP since 2008. In recent times Claire headed up both the AMP Horizons Practice as well as the AMP personal advice phone based teams, before making the move back to Perth with her family and becoming the Practice Principal at AMP Advice Perth. Although Claire is no longer advising client’s directly, she is passionate about the client experience and ensuring appropriate, quality advice is provided at all times to help others achieve their goals. Claire thrives on working with high performing individuals and teams to ensure all clients receive the exceptional service they deserve.
Linda Coetzee
Client Relationship Manager
Linda is a seasoned and accomplished CRM who offers extensive experience with all administrative tasks and is an integral part of the support team since July 2018. Linda represents a meticulous worker and takes pride in the work she does. She is passionate about the client experience, ensuring quality service is provided at all times; and thrive on working with high performing individuals and teams to make sure clients receive the exceptional service they deserve.
She arrived in Australia August 2017 from South Africa with her family and has made Perth their lifelong home. Linda aspires to continue and better her professional growth and development.
One of her favourite quotes is one her dad used to say to her: “No one is you and that is your power, be fearless in the pursuit of what sets your soul on fire, you are fearfully and wonderfully made.”
Lucy Martin
Client Relationship Manager
With 10 years of experience in client services, complex administration and office management in professional environments, Lucy has extensive experience in delivering great client outcomes. Lucy forms part of the support team at AMP Advice and is a highly organised and customer focused individual who prides herself on her drive to make a difference.
Outside of work, Lucy enjoys hiking and road-trips throughout WA.
Important information
AMP Advice is a registered trademark of AMP Limited, licensed to IPAC Securities Limited (ABN 30 008 587 595, AFS Licence No. 234656). IPAC Securities Ltd is a wholly owned subsidiary of the AMP group.
The information on this webpage is provided by ipac Securities Ltd and contains information that is general in nature only. It does not consider your personal circumstances. It’s important you consider your personal financial situation and needs and read the relevant product disclosure statement or by emailing ampadvice@amp.com.au, before deciding what’s right for you.
If you decide to purchase or vary a financial product, your financial adviser, ipac Securities Limited and other companies within the AMP Group may receive fees and other benefits. You can read the Financial Services Guide online for information about AMP Advice’s products and services, including the fees and other benefits AMP Companies and their representatives may receive in relation to products and services provided to you. You can also ask us for a hard copy.
All information on this website is subject to change without notice.